Group 1 - The A-share market experienced a strong start in 2026, with the Shanghai Composite Index recovering the 4000-point mark and achieving a rare "twelve consecutive days of gains" [1] - The market's performance was supported by improved global liquidity and a loose domestic monetary environment, with the total trading volume reaching 25.675 trillion yuan, an increase of 5.016 trillion yuan from the previous trading day [1][2] - Recent PMI data showed signs of marginal economic recovery, and positive policy signals aimed at stabilizing growth and promoting reforms have boosted market confidence [2] Group 2 - The upcoming "spring market" seasonal effect is expected to enhance capital allocation willingness, while the rise of overseas Chinese stocks during the holiday period positively influenced A-share investor sentiment [2] - Despite favorable conditions for a new market rally, there are uncertainties regarding the sustainability of economic recovery, as indicated by the small enterprise PMI remaining in contraction territory [2][3] - The market is anticipated to enter a phase of consolidation and structural differentiation after returning to 4000 points, with a focus on optimizing portfolio structure and avoiding over-concentration in single hotspots [3]
A股“开门红” 沪指12连阳重返4000点
Xin Lang Cai Jing·2026-01-05 16:39